About The Role
The Financial Analyst owns forecasting, variance analysis, and financial reporting for a high-growth technology business, working at the intersection of corporate finance and regulatory compliance. The role produces the models and analyses leadership uses to make operating decisions — revenue projections, budget-versus-actual reporting, unit economics, and scenario planning — all grounded in US GAAP.
Because the business is publicly traded or on that path, the role also supports SOX control testing, internal control documentation, and SEC reporting workflows. This is a hands-on position: expect to work directly in ERP and planning systems, not just interpret what comes out of them.
Key Responsibilities
Build and maintain financial models for revenue forecasting, operating budgets, and long-range planning in Excel and a FP&A platform (e.g., Adaptive, Anaplan, or Pigment)
Prepare monthly, quarterly, and annual variance analyses, partnering with department heads to explain drivers and correct forecast assumptions
Support quarterly close and SEC reporting deliverables, including drafting sections of 10-Q/10-K filings and reconciling supporting schedules to GAAP requirements
Assist in SOX compliance: document key controls, coordinate walkthroughs with internal audit, and track remediation of deficiencies
Analyze unit economics, margin trends, and SaaS metrics (ARR, churn, CAC payback) to inform pricing and investment decisions
Streamline reporting by automating recurring analyses in SQL, Power BI, or Tableau
Present findings and recommendations to finance leadership in clear, decision-ready formats
What We Are Looking For
3-7 years of experience in FP&A, corporate finance, public accounting, or a related analytical finance role
Strong command of US GAAP, accrual accounting, and the mechanics of the monthly/quarterly close
Hands-on experience supporting SOX compliance or internal controls, or exposure to SEC reporting processes
Advanced Excel modeling skills; experience with an ERP (NetSuite, SAP, or Workday) and a BI tool (Power BI, Tableau, or Looker)
Bachelor's degree in Finance, Accounting, Economics, or a related field
Clear written and verbal communication, with the ability to explain financial results to non-finance stakeholders
Bonus: CPA, CFA candidacy, or MBA; prior experience at a public company or in Big 4 audit; SQL proficiency; experience with SaaS revenue recognition (ASC 606)